Top 50 25 Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | 16.93% | 712.5K | $54.9M | +3.66%(+25.14K) | $57.74(+47.35%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 9.56% | 374.8K | $31.0M | +5.35%(+19.03K) | $80.30(+2.81%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 8.8% | 131.4K | $28.5M | -1.00%(-1.33K) | $162.21(+41.80%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.38% | 138.7K | $27.2M | +1.65%(+2.25K) | $145.72(+42.99%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 8% | 59.4K | $26.0M | +9.04%(+4.93K) | $52.97(+65.20%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 7.89% | 429.9K | $25.6M | +12.69%(+48.40K) | $59.29(-0.53%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 4.4% | 443.3K | $14.3M | +5.53%(+23.23K) | $30.94(+10.63%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.22% | 372.1K | $13.7M | +6.68%(+23.29K) | $37.27(+7.07%) | 2026-03-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.38% | 75.3K | $11.0M | -1.81%(-1.39K) | $109.17(+47.55%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 3.32% | 41.1K | $10.8M | +2.04%(+820) | $192.06(+48.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.13% | +29.97% |
| Top 20 Holdings Unweighted | +9.81% | +32.43% |
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